| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AMWINS5 Filed as: AMWINS GROUP BENEFITS, LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | EXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN | $16K | — | $16K | 6.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | EXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN | $4K | — | $4K | 1.50% |
| AMWINS5 Filed as: AMWINS GROUP BENEFITS, LLC | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | UNITED AMERICAN INS. CO MEDICARE SUPPLEMENT | $25K | — | $25K | 11.76% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | UNITED AMERICAN INS. CO MEDICARE SUPPLEMENT | $12K | — | $12K | 5.88% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | — | $10K | 8.80% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 27064 OAKMEAD DR PERRYSBURG, OH 435512657 | METROPOLITAN LIFE INSURANCE COMPANY | — | $735 | $735 | 0.65% |
| ALLEN BAKER3 | 12214 COBBLE COVE CIR CYPRESS, TX 774333380 | METROPOLITAN LIFE INSURANCE COMPANY | $510 | — | $510 | 0.45% |
| BRENNAN BAKER3 | 6200 SAVOY DR STE 345 HOUSTON, TX 770363300 | METROPOLITAN LIFE INSURANCE COMPANY | $301 | — | $301 | 0.27% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICE INC | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | METROPOLITAN LIFE INSURANCE COMPANY | — | $73 | $73 | 0.06% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 782324371 | METROPOLITAN LIFE INSURANCE COMPANY | -$174 | — | -$174 | -0.15% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | 11.27% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 | 27064 OAKMEAD DR PERRYSBURG, OH 43551 | METROPOLITAN LIFE INSURANCE COMPANY | — | $212 | $212 | 0.66% |
| ALLEN BAKER3 | 12214 COBBLE COVE CIR CYPRESS, TX 77433 | METROPOLITAN LIFE INSURANCE COMPANY | $191 | — | $191 | 0.59% |
| BRENNAN BAKER3 | 6200 SAVOY DR. STE 345 HOUSTON, TX 77063 | METROPOLITAN LIFE INSURANCE COMPANY | $110 | — | $110 | 0.34% |
| ALLIANT INSURANCE SERVICES, INC.3 | 800 GESSNER, SUITE 300 HOUSTON, TX 77024 | METROPOLITAN LIFE INSURANCE COMPANY | — | $73 | $73 | 0.23% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 537 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 553 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED AMERICAN INS. CO MEDICARE SUPPLEMENT | 741 | $354K |
| Life insurance | STANDARD INSURANCE COMPANY | 1,010 | $896K |
| Prescription drug | EXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN | 109 | $264K |
| Other(5 contracts, 4 carriers) | FIRST STOP HEALTH, LLC | 1,176 | $295K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,176 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.